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Most Requested Forms

 

Select links to download forms (PDFs).

 

Loan Application, Agreement and Promissory Note: Use this form to establish a loan on your retirement account for group retirement products.

 

Loan Application, Agreement and Promissory Note (Group Retirement Products Only)

 

Loan Application, Agreement and Promissory Note (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

 

Non-Financial Change: Modify or change information regarding: Owner, Joint Owner, Annuitant, Beneficiary and/or address change.

 

Non-Financial Change (Group Retirement Products Only)

 

Non-Financial Change (Fixed Annuities, Fixed Indexed Annuities, Variable Annuities)

 

Forms:

State Replacement Forms

 

Please review our replacement policies to ensure when it is appropriate to replace another insurer's contract.

 

 

When replacing another insurer's contract, be certain you are obtaining all the appropriate forms. Please send the original copy of the state replacement form to Security Benefit, provide the applicant with a copy and retain a copy for the agent file.

 

Sales Literature Confirmation (PDF)
(Required on replacement cases for AK, AL, AR, AZ, CO, CT, FL, HI, IA, IN, KS, KY, LA, MD, ME, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, OH, OK, OR, RI, SC, SD, TX, UT, VA, VT, WI, WV)

 

Multi-State Replacement Form (PDF)
(AK, AL, AR, AZ, CO, CT, HI, IA, KY, LA, MD, ME, MO, MS, MT, NC, NE, NH, NJ, NM, OH, OR, RI, SC, SD, TX, UT, VA, VT, WI, WV)

*Requires completion of all the forms listed for the state.

 

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